Rising Tide Accounting Training

About Course

This is a comprehensive training program for all Rising Tide Accounting team members to fully communicate and understand the expectations and requirements of working on our team.

Course Content

Welcome to Rising Tide Accounting
Here is an overview of everything you need to know to work on our team

Introduction

02:10
Our Vision & Mission

02:21
What makes us different?

04:55
Systems Overview

05:23
Client Workflows & Best Practices

04:47

Primary Objectives & Deliverables

Systems Set Up

How we do client work

Team & Organization Structure

07:14
Client Contacts

02:28
Client Logins & Passwords

03:15
Client Accounting Email

06:40
Financial Cents

04:52
QuickBooks Online

05:15
QBO Receipts

03:58
QBO Bank & Credit Card Feeds

11:09
QBO Posting Loan Payments Correctly

04:38
QBO Account Reconciliations

05:37
Dext Overview

08:44
BuilderTrend Overview

10:59

New Client On Boarding

Report Management

Payroll

Job Costing

BuilderTrend

Conclusion

Bonus Content & Advanced Details

Student Ratings & Reviews

5.0

Total 1 Rating

1 Rating

0 Rating

Rowel Callanta

7 months ago

good onboarding training

About Course

Course Content

Welcome to Rising Tide Accounting Here is an overview of everything you need to know to work on our team

Introduction

Our Vision & Mission

What makes us different?

Systems Overview

Client Workflows & Best Practices

Primary Objectives & Deliverables

Primary Objectives & Deliverables

Weekly Tasks & Objectives

Monthly Tasks & Objectives

Systems Set Up

Account Set Up

Dialpad & 2 Factor Authentication

Email Signature

How we do client work

Team & Organization Structure

Client Contacts

Client Logins & Passwords

Client Accounting Email

Financial Cents

QuickBooks Online

QBO Receipts

QBO Bank & Credit Card Feeds

QBO Posting Loan Payments Correctly

QBO Account Reconciliations

Dext Overview

BuilderTrend Overview

New Client On Boarding

New Client Onboarding Intro

Initial Review & Plan

Report Management

Report Management Intro

Balance Sheet Management

Income Statement Management

Accounts Payable Report

Accounts Receivable

Payroll

Payroll Intro

Typical Payroll Processing

Adding / Editing Employee

Commissions & Unique Payroll Situations

Job Costing

What is Job/Project Costing?

QuickBooks Projects

BuilderTrend Overview & Applying Invoice Payments Correctly

BuilderTrend

Link BuilderTrend to Quickbooks Online

Link Project in BuilderTrend to QuickBooks Project

Conclusion

Conclusion

Bonus Content & Advanced Details

Certified Payroll Processing

What are Joint Checks?

How to enter a Joint Check

Student Ratings & Reviews

Menu

Welcome to Rising Tide Accounting
Here is an overview of everything you need to know to work on our team